See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,915 | $202,318-29.4% | $172,739-17.3% | $152,861-6.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3437.46% | 1029.65%+2407.8pp | 802.84%+2634.6pp | 345.32%+3092.1pp |
| Employer contribution / active EE | $4,136 | $5,856-29.4% | $5,143-19.6% | $4,762-13.1% |
| Participant deferral / active EE | $12,963 | $5,948+117.9% | $5,198+149.4% | $5,850+121.6% |
| Admin fee / account holder | $430 | $17,109-97.5% | $13,954-96.9% | $11,596-96.3% |